Case Study
Leading Investment Manager Optimizes Reporting and Decision Making with FINCAD
This firm is a privately owned fixed-income investment manager with several hundred billion USD assets under management. The firm’s objective is to provide clients with diversified portfolios that are tightly controlled and managed for the long-term. The firm has a dedicated team that oversees risk management and incorporates it into the investment process using a comprehensive set of vendor and proprietary risk systems. The team combines th